IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.12B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,540
New
Increased
Reduced
Closed

Top Buys

1 +$377K
2 +$76K
3 +$53.8K
4
HIVE
HIVE Digital Technologies
HIVE
+$52K
5
IVR icon
Invesco Mortgage Capital
IVR
+$48.6K

Top Sells

1 +$1.52B
2 +$22.6M
3 +$9.68M
4
T icon
AT&T
T
+$3.42M
5
XYL icon
Xylem
XYL
+$2.61M

Sector Composition

1 Consumer Discretionary 5.91%
2 Technology 5.77%
3 Financials 3.89%
4 Industrials 3.05%
5 Healthcare 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3426
$10K ﹤0.01%
521
3427
$10K ﹤0.01%
400
3428
$10K ﹤0.01%
4
3429
$10K ﹤0.01%
217
3430
$10K ﹤0.01%
284
3431
$10K ﹤0.01%
365
3432
$10K ﹤0.01%
107
3433
$10K ﹤0.01%
1,811
3434
$10K ﹤0.01%
4,600
3435
$10K ﹤0.01%
116
3436
$10K ﹤0.01%
1,500
3437
$10K ﹤0.01%
220
3438
$10K ﹤0.01%
102
3439
$10K ﹤0.01%
1,000
3440
$10K ﹤0.01%
135
3441
$9K ﹤0.01%
204
3442
$9K ﹤0.01%
88
3443
$9K ﹤0.01%
290
3444
$9K ﹤0.01%
3,137
3445
$9K ﹤0.01%
51
3446
$9K ﹤0.01%
75
3447
$9K ﹤0.01%
350
3448
$9K ﹤0.01%
373
3449
$9K ﹤0.01%
100
3450
$9K ﹤0.01%
250